Our Offerings
Our Offerings
Financial Planning
We understand your profile, needs, your present investments, preferences, and goals, to identify the gaps, opportunities, and path to achieve your investment objectives through optimal solutions.
Investment Management
We help you manage your global and emerging market investments across different asset classes under one umbrella through exhaustive yet focused research & knowledge-based approach. You never lose your sleep while we manage your portfolio through non-adventurous and steady solutions.
Estate & Succession Planning
We help grow your wealth, protect it by creating firewalls, optimise and plan to make intergenerational wealth and estate transfer through robust and watertight solutions that make the process tax and cost efficient.
Corporate Cash Management
We help make the most out of your cash by investing in short term, safe and liquid instruments to make your company funds more efficient without compromising on the safety.
International Investments
Our international solutions cater to investors of all nationalities across the globe. Our clientele comprises private families across the US, UK, Gulf, India, and Southeast Asia. We help create portfolios across the developed and emerging markets to take advantage of stable and growing markets.
Private Family Office
Sometimes your needs are unique and profile private. We offer customised services to help you meet your financial objectives and goals. From estate to taxes, portfolios to companies, joint family wealth to multinational holdings across different tax jurisdictions, we offer comprehensive customised solutions through international custodians and qualified legal and tax advisers.
Mutual Funds (Developed and Emerging Markets) Multi Currency
Portfolio Management Services (INR)
Stocks and ETFs (Listed in recognised Global Markets)
Bonds INR and USD (High Yield and Investment Grade)
Hedge Funds (US and Global)
Alternative Investment products
Structured Notes (USD)
High Net Worth Individuals
High Net worth individuals (busy executives, senior resources) in their early career looking for high growth, or in their late-stage career looking to freeze their retirement plans, we present comprehensive planning and execution to match your goals.
Private Families
Private families wanting to preserve their assets and implement succession plans, optimization takes precedence.
Entrepreneurs
Entrepreneurs wanting to hedge their risks and create a Chinese wall between personal assets and their business, the focus stays on implementing protection and liquidity improvement strategies without hindering growth.
Retired Individuals
Liquidity generating portfolios for the retired individuals to take care of spending needs by preserving the purchasing power, structures are intended to be cost and tax efficient with focus on mitigating the shortfall risks.
Small Enterprises
Small enterprises have resources that need to be managed efficiently to match the liabilities, distribution or project funding requirements.
Global Investors
Global investors looking to set up companies and foundations in tax optimised jurisdictions would need local market expertise, setting up & immigration support. With our panel of experts, you get the right guidance and perspective.